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As the U.S. retail distribution arm of Affiliated Managers Group, Inc., the world's leading provider of boutique investment management expertise to institutional and individual investors, AMG Funds is your single point of access to more than 100 mutual funds and separately managed accounts from over 30 independent autonomous fund managers.

Trilogy Emerging Wealth Equity Fund

Approach & Philosophy

Philosophy and Approach

Our Philosophy

Trilogy’s investment approach is based on the philosophy that earnings growth drives equity returns over the long term and that identifying both early stage and traditional growth companies provides the best investment results. They believe, that risk control should be focused on avoiding losing money rather than on minimizing tracking error, and that a disciplined process requires consistently identifying opportunities, evaluating potential returns and responding with timely buy/sell decisions.

Our Approach

The Role of Research

The Trilogy investment process centers around its research focus. Sector analysts:

Research companies across the full capitalization spectrum

Assess results of the quantitative and qualitative screening to identify stocks that merit further in-depth and original research

Provide the portfolio team with input and constant interaction, on which the team depends on the input and constant interaction from the sector analysts to help them build the portfolio and make assessments regarding the continued efficacy of individual holdings

Tom Masi and Nuno Fernandes, managers of the Trilogy Emerging Wealth Equity Fund, focus on consumer consumption in emerging markets. That has led them to varied investments such as a retro-motorcycle company, a high-alcohol liquor producer and a digital-payment firm.

There is no guarantee that the investment strategies listed above will work under all market conditions, and each investor should evaluate his or her ability to invest for the long term, especially during periods of downturns in the market.

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